We are live on ! Find out more
SGOV icon

iShares 0-3 Month Treasury Bond ETF

647 hedge funds and large institutions have $8.37B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 289 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 56

47% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 197

19% more funds holding in top 10

Funds holding in top 10: 8196 (+15)

10% more capital invested

Capital invested by funds: $7.6B → $8.37B (+$766M)

9% more funds holding

Funds holding: 591647 (+56)

1.77% less ownership

Funds ownership: 40.2%38.43% (-1.8%)

Holders
647
Holders Change
+56
Holders Change %
+9.48%
% of All Funds
9.34%
Holding in Top 10
96
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+18.52%
% of All Funds
1.39%
New
120
Increased
289
Reduced
197
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
501
One Capital Management
California
$372K +$2.01K +20 +0.5%
JWM
502
Jessup Wealth Management
Ohio
$367K +$366K +3,645 New
HA
503
Hanover Advisors
South Carolina
$366K -$108K -1,070 -23%
TC
504
Trust Company
Kansas
$365K +$364K +3,625 New
RIA
505
Retirement Investment Advisors
Oklahoma
$363K +$362K +3,601 New
CA
506
Claro Advisors
Massachusetts
$355K +$86.9K +865 +33%
Fisher Asset Management
507
Fisher Asset Management
Washington
$351K +$351K +3,490 New
LRWA
508
Long Run Wealth Advisors
New York
$350K +$349K +3,471 New
EAMA
509
EFG Asset Management (Americas)
Florida
$348K +$347K +3,457 New
IWM
510
IHT Wealth Management
Illinois
$348K -$685K -6,819 -66%
TW
511
Transform Wealth
Colorado
$347K +$347K +3,450 New
AA
512
Ancora Advisors
Ohio
$346K +$111K +1,105 +47%
VPP
513
Vertex Planning Partners
Illinois
$343K -$85K -846 -20%
WWM
514
WT Wealth Management
Arizona
$342K -$12.9K -128 -4%
Fifth Third Bancorp
515
Fifth Third Bancorp
Ohio
$342K +$341K +3,392 +42,400%
LCC
516
Lincoln Capital Corp
Rhode Island
$331K -$1.4M -13,968 -81%
UCB
517
United Community Bank
South Carolina
$324K +$39.9K +397 +14%
IFG
518
Independent Financial Group
California
$323K +$10.3K +102 +3%
CCC
519
Cable Car Capital
California
$317K +$316K +3,143 New
CBC
520
Coombe, Bender & Co
New York
$315K +$314K +3,126 New
EMAM
521
Encompass More Asset Management
California
$315K -$366K -3,639 -54%
PIM
522
Provident Investment Management
Michigan
$314K -$45.2K -450 -13%
AFP
523
Ausdal Financial Partners
Iowa
$309K +$308K +3,068 New
SI
524
Sprott Inc
Ontario, Canada
$303K -$113K -1,121 -27%
MPM
525
Meritage Portfolio Management
Kansas
$299K -$43.3K -431 -13%